Business Relationship Manager I - Officer

JPMorganChase • Cypress, TX

10d

About The Position

As a Business Relationship Manager I (BRM) in Business Banking, you help improve clients’ lives and the well-being of their businesses through financial solutions, education, and advice. You manage a portfolio of new and existing business clients, building relationships and providing financial advice with a focus on client experience and risk management. The portfolio comprises approximately 100–130 business clients with annual revenue of $1–$5 million, for assigned branches. You provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.

Requirements

• At least 1 year of experience in a Business Banking Relationship Management role or related business lending experience.
• General business experience and knowledge of business credit and core business products and services, including understanding general business practices and how needs vary by industry or market.
• Strong communication skills with individuals at all levels, internally and externally, and the ability to build relationships with clients and internal partners.
• Ability to balance client needs with risks and the interests of the firm, recognize issues or problems, and determine when to escalate or handle them independently.
• Ability to determine and balance daily priorities to achieve business objectives, own problems on clients’ behalf, and follow through on commitments.
• High proficiency with MS Office tools, including Outlook, Excel, Word, and PowerPoint.

Nice To Haves

• Bachelor’s degree in Finance or a related field, or equivalent work experience.
• Strong current business network.

Responsibilities

• Acquire, manage, and retain a portfolio of 100–130 business clients with annual revenue of $1–$5 million for assigned branches.
• Provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
• Deliver customized business banking solutions tailored to clients’ financial needs and circumstances.
• Apply knowledge of business, finance, banking, credit, and risk management to recommend solutions that serve clients and support portfolio profitability.
• Conduct regular in-person calls with prospects, centers of influence, and existing clients at their places of business.
• Follow a disciplined relationship development process, identifying strategies to maintain and build relationships; review processes and strategies with the manager and adjust as needed.
• Identify and pursue potential new business clients and cultivate long-term, primary banking relationships.
• Identify business clients’ personal financial goals and needs and collaborate with partners across Chase Wealth Management, Home Lending, and Branch Teams to connect clients with specialists.
• Actively support assigned branches and protect the firm by following sound risk management protocols and regulatory requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed